Book Image

Effective Business Intelligence with QuickSight

By : Rajesh Nadipalli
Book Image

Effective Business Intelligence with QuickSight

By: Rajesh Nadipalli

Overview of this book

Amazon QuickSight is the next-generation Business Intelligence (BI) cloud service that can help you build interactive visualizations on top of various data sources hosted on Amazon Cloud Infrastructure. QuickSight delivers responsive insights into big data and enables organizations to quickly democratize data visualizations and scale to hundreds of users at a fraction of the cost when compared to traditional BI tools. This book begins with an introduction to Amazon QuickSight, feature differentiators from traditional BI tools, and how it fits in the overall AWS big data ecosystem. With practical examples, you will find tips and techniques to load your data to AWS, prepare it, and finally visualize it using QuickSight. You will learn how to build interactive charts, reports, dashboards, and stories using QuickSight and share with others using just your browser and mobile app. The book also provides a blueprint to build a real-life big data project on top of AWS Data Lake Solution and demonstrates how to build a modern data lake on the cloud with governance, data catalog, and analysis. It reviews the current product shortcomings, features in the roadmap, and how to provide feedback to AWS. Grow your profits, improve your products, and beat your competitors.
Table of Contents (15 chapters)
Effective Business Intelligence with QuickSight
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Loading data from Salesforce to QuickSight


In this section, we will review how QuickSight can connect to your Salesforce account and visualize data.

Pre-requisites

You must have valid Salesforce credentials and objects or reports that you have access to in Salesforce. QuickSight supports the enterprise edition, unlimited edition, and developer edition of Salesforce.

Note

Currently Salesforce joined reports are not supported by QuickSight.

Creating a dataset from Salesforce

In this section, we will review how to connect to your Salesforce account and report customer accounts. Follow these steps:

  1. From the QuickSight home page, click on Manage data.

  2. Next, select New data set and then select Salesforce option.

  3. Type a name for this data source as SalesforceCustomers and click on the Create data source button, as shown in the following screenshot:

    Figure 2.34: Salesforce new source

  4. You will be redirected to the Salesforce login page, enter your username and password.

  5. Now that QuickSight is connected to...